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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,396 | $176,402-24.4% | $134,155-0.6% | $158,950-16.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.95% | 63.66%-50.7pp | 36.34%-23.4pp | 302.91%-290.0pp |
| Employer contribution / active EE | $2,898 | $5,042-42.5% | $3,705-21.8% | $4,762-39.2% |
| Participant deferral / active EE | $6,925 | $4,093+69.2% | $3,500+97.9% | $5,983+15.8% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,248-100.0% |